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Sheets Smith Wealth Management’s Vanguard FTSE Pacific ETF VPL Stock Holding History

Sheets Smith Wealth Management’s Portfolio VPL Stock Details VPL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-33
Closed -$2.21K – 501
2023
Q3 		$2.21K Buy
+33
New +$2.29K ﹤0.01% 477

Other funds holding VPL

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Sheets Smith Wealth Management's VPL Position: Q4 2023 in Review

Sheets Smith Wealth Management sold out of Vanguard FTSE Pacific ETF (VPL) in Q4 2023, closing a stake of 33 shares — an estimated $2.21K sold.

Sheets Smith Wealth Management first reported a position in VPL in Q3 2023 and held it in 1 quarter. The position peaked at $2.21K in Q3 2023. 348 funds tracked by Wall St. Rank hold VPL as of Q4 2023.

  • Sheets Smith Wealth Management reported no remaining Vanguard FTSE Pacific ETF position as of Q4 2023 after selling out during the quarter.
  • Sheets Smith Wealth Management sold 33 Vanguard FTSE Pacific ETF shares in Q4 2023, an estimated $2.21K.
  • Sheets Smith Wealth Management first reported a position in Vanguard FTSE Pacific ETF in Q3 2023 and held it in 1 quarter.
  • Sheets Smith Wealth Management's Vanguard FTSE Pacific ETF position peaked at $2.21K in Q3 2023.
  • 348 funds tracked by Wall St. Rank held Vanguard FTSE Pacific ETF as of Q4 2023.

Based on Sheets Smith Wealth Management's 13F filing for Q4 2023, filed 6 Feb 2024.